SemiPulse | AI-Powered Semiconductor Supply Chain Intelligence & Market Signals

Three Misconceptions About the $402B Semiconductor Foundry Industry

0.92

eetimes.com 2026-04-13 Pierre Cambou

Unpack the $402B semiconductor foundry industry myths—discover who really dominates and why global alliances drive the chips in your life.

Semiconductor Foundry TSMC Advanced Node AI Capex Global Supply Chain IDM Open Foundry Chinese Semiconductors

Intel Enters Pact With Tesla and SpaceX for Terafab

0.92

eetimes.com 2026-04-09 Pablo Valerio

“Terafab is likely an Intel fab expansion, with Tesla, SpaceX, and xAI as anchor customers, rather than a standalone venture,” said Yole analyst Adrien Sánchez.

Semiconductor Manufacturing Chip Design AI Chips Terafab Project Intel Partnership Tesla SpaceX AI Infrastructure

Which Chips Actually Matter? Europe Reassesses Its Semiconductor Strategy After Nexperia Wakeup Call

0.92

eetimes.com 2026-04-09 Pat Brans

As the Nexperia episode sharpens Europe’s focus, experts say resilience will hinge on application relevance, supply chain depth, and smarter investment priorities.

Semiconductor Strategy European Chip Policy Nexperia Incident Chip Value Chain Advanced Node Mature Node Automotive Chips Power Devices

Manufacturing Bounces Back in March Amid Price and War Woes

0.78

eetimes.com 2026-04-07 News Desk

Manufacturing activity expanded slightly faster in March despite rising inflation and global conflict.

Manufacturing Expansion Supply Chain Pressure Inflation Impact Geopolitical Risk US Economy PMI Index Labor Market Semiconductor Industry

Hardware Root of Trust Essential for AI Chip Integrity

0.92

eetimes.com 2026-04-03 Emily Newton

Hardware shortages are stimulating the AI chip counterfeit market. Experts believe a hardware root of trust could alleviate authenticity and security challenges.

AI chip security hardware root of trust supply chain security chip authentication cybersecurity AI supply chain chip counterfeiting cryptographic identity

From MOUs to Markets: Transatlantic Deals Face Reality Test

0.87

eetimes.com 2026-04-02 Zaheer Ali

Why transatlantic execution, not transatlantic symbolism, now matters to the electronics and semiconductor supply chain.

Semiconductor Industry Transatlantic Cooperation Supply Chain Security Space Technology Defense Technology Technical Standards Data Sovereignty Market-Driven

How AI and Geopolitics Forge a Memory Market Crisis

0.92

eetimes.com 2026-03-25 Pablo Valerio

The economics of the global memory market are being fundamentally rewritten by the AI supercycle and catastrophic Middle East supply disruptions.

Semiconductor Industry Memory Market AI Infrastructure Supply Chain Crisis DRAM Shortage NAND Flash High-Bandwidth Memory HBM

Semiconductor News & Analysis Feed